Following our article last week about getting your financial affairs in order well before 30th June, we’ve got more insights from key professionals that will help you think strategically about your investing.
This week, our guest writer is Dorin Bentley from Bentley & Co. She is a CPA and experienced business consultant, who is an avid investor herself. Accountants who understand investing at this strategic level do more than process your tax return, they become an integral part of your investment planning, timing of your purchases/sales, structures, and a key person in your wealth creation team.